Folders
Use folder area in bpm'onine CRM system to segment accounts by type or industry and to segment documents and invoices by state. Creatio allows you to filter records by the columns of the current record and of the objects connected to it. Set up filter conditions by activities, opportunities or invoices connected to the account. Applicable for all products.
Key points
Introduction
Adding a new folder
Advanced filters by a connected object column
The "Favorites" folder
Folder structure
Folder permissions
